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Manage Project Status

Changing Project Status​

Step 1: Open the project​

Navigate to any project detail page.

Step 2: Click the status badge​

In the project header, click the current status badge to open the status popover.

Open Status

Step 3: Choose a transition​

Click the appropriate action button:

  • Plan — Move from Draft to Planned
  • Activate — Start the project (Planned → Active, or resume from Paused)
  • Pause — Temporarily suspend an active project
  • Complete — Mark the project as finished
  • Cancel — Terminate the project
  • Reopen — Reopen a completed or canceled project

Step 4: Configure email notification (optional)​

Some transitions show a Send email toggle. Enable it to notify the client's email recipients about the status change.

Send email

Step 5: Confirm​

Click the confirm button to apply the status change.

Draft Status​

Draft is the default status for new projects.

  • The project is still being configured.
  • Findings, assets, and schedules can be set up.
  • The project is hidden from client portal users.
  • No email notifications are sent.

Planned Status​

Planned indicates the project is scheduled and ready to begin.

  • Prerequisites and team assignments should be finalized.
  • Use Activate when testing is ready to start.

Active Status​

Active means the project is in progress.

  • Consultants are working on the engagement.
  • Findings are being documented and updated.
  • Time logs can be recorded against scheduled tasks.
Email Notification

Activating a project can send an email to the client's email recipients informing them that testing has begun.

Paused Status​

Paused means work is temporarily suspended.

  • Use Activate to resume when work continues.
  • A pause notification can be sent to client recipients.

Completed Status​

Completed is the final successful state.

  • All deliverables should be finalized.
  • Reports can be generated and shared with the client.
  • Use Reopen if further work is needed.

Canceled Status​

Canceled means the project was terminated before completion.

  • Use Reopen to restart if the engagement resumes.

Reopened Status​

Reopening a completed or canceled project sets it back to Draft so it can be reconfigured and replanned. No email is sent for this transition.